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Sundaram Medium Term Bond Fund

Sundaram Medium Term Bond Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

2.79

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 10,860 today.

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NAV Performance

Sundaram Medium Term Bond Fund performance graph for last 3 years
Performance of Sundaram Medium Term Bond Fund for last 3 Years

Fund Information

  • ₹ 58.485

    as on 03 Oct 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 64 Cr.

    as on 31 Dec 2021
  • 2.15%

  • 18 Dec 1997

  • Debt - Medium Duration Fund

  • CRISIL 10 Year Gilt Index

  • Sundaram Mutual Fund

    Show All Funds

Highlights of this fund

Sundaram Medium Term Bond Fund is an Open-ended Debt Fund. The fund belongs to Medium Duration Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 18 Dec 1997. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Debt funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 58.485 as on 03 Oct 2022.

This fund has 24 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.15%. Ideally you shoulds compare this fund with the benchmark CRISIL 10 Year Gilt Index.

You can invest in this fund in SIP with the minimum investment of ₹ 250. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.

List of Fund Managers of Sundaram Medium Term Bond Fund

  • About Dwijendra Srivastava

    Picture of Dwijendra SrivastavaMr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
  • About Sandeep Agarwal

    Picture of Sandeep AgarwalMr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderate Risk

Fund Return Comparison

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.32% 0.24% 2.02% 2.99% 6.92% 10.27% 7.34% 7.65% 8.59% 3.73% 7.59% 5.58% 6.58% 7.97%
Category Average 0.15% -0.18% 1.49% 0.46% 1.96% 4.70% 4.89% 4.71% 7.11% 1.66% 3.22% 3.95% 4.50% 6.63%
Sundaram Medium Term Bond Fund 0.09%₹ 10,009 -0.54%₹ 9,946 0.78%₹ 10,077 -1.11%₹ 9,889 -0.82%₹ 9,918 -0.55%₹ 11,965 1.24%₹ 10,251 0.32%₹ 24,080 2.79%₹ 10,860 1.35%₹ 36,755 3.97%₹ 12,147 3.09%₹ 64,886 6.06%₹ 18,012 5.02%₹ 1,55,193
SBI Magnum Medium Duration Fund 0.08%₹ 10,007 -0.20%₹ 9,980 1.30%₹ 10,130 0.61%₹ 10,060 2.13%₹ 10,212 2.41%₹ 12,156 4.21%₹ 10,861 3.08%₹ 24,772 6.61%₹ 12,119 4.56%₹ 38,590 6.96%₹ 14,003 6.44%₹ 70,594 8.55%₹ 22,731 7.94%₹ 1,80,725
HDFC Medium Term Debt Fund 0.15%₹ 10,015 -0.22%₹ 9,978 1.53%₹ 10,153 0.30%₹ 10,029 1.79%₹ 10,179 2.11%₹ 12,136 4.65%₹ 10,954 3.21%₹ 24,804 6.03%₹ 11,921 4.52%₹ 38,563 6.26%₹ 13,548 5.86%₹ 69,577 7.51%₹ 20,641 6.91%₹ 1,71,251
ICICI Prudential Medium Term Bond Fund 0.17%₹ 10,016 -0.03%₹ 9,997 1.79%₹ 10,178 1.65%₹ 10,164 3.22%₹ 10,322 3.90%₹ 12,251 5.32%₹ 11,095 4.35%₹ 25,094 7.07%₹ 12,275 5.51%₹ 39,143 6.52%₹ 13,718 6.55%₹ 70,795 7.78%₹ 21,152 7.31%₹ 1,74,849
IDFC Bond Fund - Medium Term Plan 0.23%₹ 10,023 -0.70%₹ 9,930 0.82%₹ 10,082 -1.35%₹ 9,864 0.05%₹ 10,004 -0.22%₹ 11,986 2.16%₹ 10,437 0.97%₹ 24,241 4.50%₹ 11,411 2.45%₹ 37,377 5.53%₹ 13,090 4.62%₹ 67,449 6.91%₹ 19,510 6.16%₹ 1,64,648
Kotak Medium Term Fund 0.09%₹ 10,008 -0.37%₹ 9,963 1.47%₹ 10,146 0.43%₹ 10,043 2.25%₹ 10,224 2.25%₹ 12,145 4.82%₹ 10,990 3.44%₹ 24,865 5.72%₹ 11,819 4.48%₹ 38,545 5.59%₹ 13,127 5.33%₹ 68,654 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Medium Term Bond Fund as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    83.58%
  • Others Holdings:

    16.43%

Top Debt Instrument Type holdings of Sundaram Medium Term Bond Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 45.06% ₹ 28.74 Cr.
GOI 38.52% ₹ 24.56 Cr.
Others 16.42% -

Top Debt Holdings of Sundaram Medium Term Bond Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 38.52% ₹ 24.56 Cr.
Bond - Bank Of Baroda 8.28% ₹ 5.28 Cr.
Bond - Rural Electrification Corporation Limited 8.21% ₹ 5.24 Cr.
Bond - Power Finance Corporation Ltd. 8.08% ₹ 5.15 Cr.
Bond - Housing & Urban Development Corporation Ltd. 8.03% ₹ 5.12 Cr.
Others 28.88%

Other Holdings

Holding TypeHolding Percentage
TREPS 9.41%
Reverse Repo 5.08%
Net Receivables 1.94%